Connect to Third-Party Lead Forms using Zapier (For Sales Records)

Note: The Zap examples covered in this article support Sales Records only. Refer to this article for Individual Records.

Overview

AMS+ has Lead Forms that you can put on your website. When someone visits your site and fills out the form, we’ll automatically create a record with the lead’s contact info for someone at your agency to follow-up.

If you’re using third-party lead forms and Zapier, you can send leads from those apps to AMS+ too. In this article, you’ll learn how to connect AMS+ third-party lead apps (Facebook as an example) using Zapier. This article includes steps for making a Zap that creates Sales Records in AMS+ whenever someone fills out a lead form in a third-party app.

IN THIS ARTICLE

---

Setup for creating new leads

With this kind of a Zap, you will create a new Sales Record in AMS+ whenever a new lead is created in a third-party lead form.

We’ll use the app Facebook Lead Ads as an example. Please note, you will need to turn on additional permissions in your Facebook Lead Ads account depending on your version of Zapier's Facebook Lead Ads app. Learn more.

Follow the step-by-step instructions below to build the Zap:

• Step 1: Set the trigger to start the Zap when you get a new lead
• Step 2: Add an action to format the new lead’s name
• Step 3: Add an action to create a Sales Record in AMS+ for the new lead

 

Step 1: Set the trigger to start the Zap when you get a new lead

When a new lead is created in Facebook Lead Ads, the Zap will trigger. After connecting to your Facebook account, you’ll need to select the Page and Form leads will come from. For more information on connecting with Facebook Lead Ads, visit their app profile in Zapier.

To get started:

Log into your Zapier account and create a new Zap.

Name the Zap. For example, “Sales Records - Facebook Lead Ads”.

In the Zap trigger, find and select the ‘Facebook Lead Ads’ app.

In the App & Event section, select ‘New Lead’ in the Event field.

In the Account section, connect your Facebook Lead Ads account to Zapier.

In the Trigger section, select the Page and Form from your Facebook Lead Ads account.

Test and continue.

Note: When adding this step, you'll need to run a successful test before you can turn on the Zap. For this test, you will need a live lead in your Facebook Lead Ads account. If you don't have a live lead, you can use the Facebook Lead Ads testing tool to create sample leads. Learn more.

Step 2: Add an action to format the new lead’s name

In AMS+, the first and last names for Sales Records are stored in separate fields. However, Facebook Lead Ads may store the first and last names together in a single form field.

If you want to populate both the first and last names in new Sales Records, you’ll need to split the names coming over from Facebook Lead Ads.

To get started:

Add an action for Zapier’s Formatter directly after the trigger in Step 1.

In the App & Event section, select ‘Text’ in the Event field.

In the Action section, select ‘Split Text’ in the Transform field.

In the Action section, map the Input field to the ‘1. Full NAME’ Facebook field and make sure ‘All (as Separate Fields) is selected in the Segment Index field.

Test and continue.

Now you can map those names to the first and last name fields on Sales Records in Step 3. More detailed instructions.

Step 3: Add an action to create a Sales Record in AMS+ for the new lead

When triggered, the Zap will create a new Sales Record in AMS+. During setup, you will be required to send a First and Last Name, however, you can specify additional data you want to populate in new Individuals.

To get started:

Add an action for Webhooks by Zapier directly after the formatter in Step 2.

In the App & Event section, set the Event to ‘POST’.

In the Action section, enter the URL of the Create Lead API: https://app.agencybloc.com/api/v1/leads/create and set the Payload Type to ‘Form’.

Populate the Data section with the API parameter and corresponding value or variable.

Every request should start with sid and key followed by the corresponding values.

Add a row, and enter first_name in the left field. In the right field, map to the ‘2. Output Item 1: (should show a first name)’ field pulled from the name formatter action.

Add a row, and enter last_name in the left field. In the right field, map to the ‘2. Output Item 2: (should show a last name)’ field pulled from the name formatter action.

(Optional) You can use any of the additional parameters found in our Leads API article.

• Some examples include:
  • date_of_birth
  • email
  • phone or cellphone
  • lead_source
  • status

After adding your parameters, test and continue.

If the test is successful, publish the Zap.

---

Common questions

How do I get a sample lead on my Facebook Lead Ad form?
Check out this article from Zapier.

What permissions do I need to connect my Facebook Lead Ads account?
Check out this article for the Facebook permissions you’ll need to connect your Facebook account to Zapier.